Microsoft (MSFT)

The Claude maker's draft prospectus finally puts numbers on its largest bills. Can it afford the one it signed with the cloud giant?

NetApp (NASDAQ:NTAP) used its INSIGHT 2026 event to outline a strategy for helping enterprises prepare data infrastructure for agentic AI, announcing expanded cloud partnerships, enhancements to its AI Data Engine and management platform, and a new high-scale storage architecture called NetApp Novus

Palantir's hypergrowth and profitability are rare at this scale, while ServiceNow offers the kind of steady, compounding enterprise platform that rewards patient investors over time.

Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.

Nvidia CEO Jensen Huang believes that ServiceNow is "destined to be the best platform" for enterprise AI.

Michael Burry of "The Big Short" is bearish on artificial intelligence (AI) stocks.

The Nasdaq gained 1.1% by mid-day today. The Dow went exactly nowhere.

Vanguard emphasizes broad diversification and lower costs, while Fidelity targets higher yields through concentrated tech exposure.

Both charge 0.03% fees, but Vanguard's 2.3% yield and lower volatility appeal to income investors, while Schwab's 2,396-stock portfolio offers broader diversification.

Berkshire dramatically increased its position in one artificial intelligence stock this year.

Tech companies are dominating the market. That could be risky for investors.

The Vanguard Morningstar Mega Cap Growth ETF offers concentrated exposure across the artificial intelligence (AI) value chain.

Nvidia is trading at its lowest valuation in 10 years based on forward earnings estimates.

CEO Satya Nadella transformed Microsoft into a cloud business; now he's betting hundreds of billions on it.

Amazon may have backed out of a tremendous opportunity, and these three AI stocks are set to benefit from it.

Oracle's rising bond yields do not mean that the AI trade is dead.

Software is rapidly reducing operating expenses for businesses. This secular theme has materialized in superior earnings growth and stock price performance f...

Both funds concentrate heavily in Nvidia, Apple, and Microsoft, but diverge sharply on costs and risk exposure over five years.

VOO and QQQ are among the world's most popular ETFs. Here's how to decide which is the best fit for your portfolio.

Anthropic will spend $252 billion with these three cloud computing providers.

After covering Palantir for several years, arguments over the company's valuation always seem to rise to the surface.

SpaceX faces an uphill battle to achieve that feat -- unless it makes one key move.